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UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 54 Institutional holders with a total value of $303,656,931.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 16 2,000 0.00%
2 ISTHMUS PARTNERS, LLC 155 20,000 0.01%
3 QCI ASSET MANAGEMENT INC/NY 518 67,000 0.02%
4 PATHSTONE FAMILY OFFICE, LLC 583 75,000 0.02%
5 Barry Investment Advisors, LLC 1,642 212,000 0.07%
6 SONATA CAPITAL GROUP INC 1,950 251,000 0.08%
7 KINGS POINT CAPITAL MANAGEMENT 2,331 300,000 0.10%
8 MCRAE CAPITAL MANAGEMENT INC 2,375 306,000 0.10%
9 CrestPoint Capital Management, LLC 2,500 322,000 0.11%
10 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,852 367,000 0.12%
11 CYPRESS ASSET MANAGEMENT INC/TX 2,900 374,000 0.12%
12 Liberty Capital Management, Inc. 2,898 374,000 0.12%
13 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 387,000 0.13%
14 PACER ADVISORS, INC. 3,107 400,000 0.13%
15 CATAWBA CAPITAL MANAGEMENT /VA 3,175 409,000 0.13%
16 Accuvest Global Advisors 3,445 444,000 0.15%
17 QUADRANT CAPITAL GROUP LLC 3,795 481,000 0.16%
18 RONALD BLUE & CO LLC 4,104 529,000 0.17%
19 DREMAN VALUE MANAGEMENT, L L C 4,800 619,000 0.20%
20 Ballentine Partners, LLC 5,262 678,000 0.22%
21 Legacy Capital Partners, Inc. 5,280 681,000 0.22%
22 BOYS ARNOLD & CO INC 6,236 804,000 0.26%
23 BERKSHIRE ASSET MANAGEMENT LLC/PA 6,363 820,000 0.27%
24 OARSMAN CAPITAL, INC. 7,387 952,000 0.31%
25 Crestwood Advisors Group, LLC 7,523 970,000 0.32%
26 SHELTON CAPITAL MANAGEMENT 8,756 1,129,000 0.37%
27 NewFocus Financial Group, LLC 14,493 1,192,000 0.39%
28 NORTH STAR ASSET MANAGEMENT INC 11,273 1,453,000 0.48%
29 Regent Investment Management LLC 11,714 1,510,000 0.50%
30 BURNHAM ASSET MANAGEMENT CORP /NY/ 15,000 1,945,000 0.64%
31 Pinnacle Holdings, LLC 15,399 1,984,931 0.65%
32 AVIANCE CAPITAL MANAGEMENT, LLC 17,461 2,250,000 0.74%
33 GAMBLE JONES INVESTMENT COUNSEL 17,695 2,281,000 0.75%
34 CG Asset Management LLC 18,355 2,366,000 0.78%
35 SCHNIEDERS CAPITAL MANAGEMENT LLC 19,090 2,461,000 0.81%
36 Narwhal Capital Management 20,267 2,612,000 0.86%
37 D L CARLSON INVESTMENT GROUP INC 21,518 2,774,000 0.91%
38 GRANDFIELD & DODD, LLC 22,091 2,848,000 0.94%
39 WBI INVESTMENTS, LLC 30,151 3,887,000 1.28%
40 GARCIA HAMILTON & ASSOCIATES LP/DE 31,179 4,019,000 1.32%
41 Ascent Wealth Partners, LLC 31,453 4,055,000 1.34%
42 Palouse Capital Management, Inc. 31,477 4,057,000 1.34%
43 Colonial Trust Advisors 33,539 4,323,000 1.42%
44 SCHMIDT P J INVESTMENT MANAGEMENT INC 36,729 4,734,000 1.56%
45 PREMIER ASSET MANAGEMENT LLC 62,670 8,078,000 2.66%
46 BAINCO INTERNATIONAL INVESTORS 71,177 9,175,000 3.02%
47 FLPUTNAM INVESTMENT MANAGEMENT CO 85,335 11,000,000 3.62%
48 World Asset Management Inc 96,584 12,450,000 4.10%
49 SVB WEALTH LLC 101,454 13,078,000 4.31%
50 Azimuth Capital Management LLC 103,291 13,314,000 4.38%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.